Portfolio Customization

Logia offers a variety of portfolio models designed to offer attractive and efficient choices to advisors for their client needs.  However, we understand that each investor is unique.  Therefore, we also offer the ability to customize client portfolios.  This can be done by asset class, sector, or individual security level.

Common examples would include clients that have concentrated positions with a low tax basis, or other illiquid business interests that represent a significant exposure to a specific sector or industry.  These circumstances often benefit from a completion strategy where the remaining liquid investments are invested in securities or sectors that exclude and complement the concentrated position.

Additionally, we can support core/satellite strategies for certain clients.  The objective of a core/satellite strategy is to achieve the market return (Beta) for a very low cost, and use satellite strategies with more concentrated risk to pursue excess return (Alpha).  This strategy has long been used by large, highly regarded institutional investors as a lower cost alternative to pursue excess return.  It can make even more sense for taxable individuals who can benefit from the tax-efficiency of the model.